The SECURE Act, and the Demise of the Stretch IRA.

One important estate planning door recently closed. Are you prepared for the future?

Topics of discussion will include:

• The SECURE Act requires accelerated distributions that could reduce inherited IRAs significantly. Find out now what you need to know to avoid a potential tax disaster later.
• How to overcome this and the 5 biggest obstacles to a successful retirement.
• What’s most important to know about the recently passed 2020 SECURE Act.
• Ways to minimize total income tax payments and maximize your IRA’s growth potential.
• Learn how being proactive with recent changes can help keep your plans from being derailed.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may
be presented or offered. Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Barcomb Asset
Management is independent of BFCFS. This event is not affiliated with the US Government or any governmental agency. Our firm does not provide legal or tax advice. Please consult a tax and/or
legal professional for guidance with your individual situation.